Sterling Wealth Management, Inc.
Position in AEP — American Electric Power Co Inc
CIK 2011149
Champaign, IL
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$596,628
+$24,989 QoQ
Shares Held
4,361
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,034
of 1,972 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sterling Wealth Management, Inc. holds $831,787 across 2 Utilities - Regulated Electric names. AEP ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
4,361 | $596,628 | |
| 2 | SO |
Southern Co
|
2,457 | $235,159 |
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,628 | 4,361 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $571,639 | 4,361 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $502,866 | 4,361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $490,612 | 4,361 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $405,701 | 3,910 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $401,292 | 4,351 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $446,412 | 4,351 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $381,756 | 4,351 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $374,621 | 4,351 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $353,388 | 4,351 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||